This wasn't Grignon's typical route to work. He was a senior engineer at Apple in Cupertino, the town just west of Campbell. His morning drive typically covered seven miles and took exactly 15 minutes. But today was different. He was going to watch his boss, Steve Jobs, make history at the Macworld trade show in San Francisco. Apple fans had for years begged Jobs to put a cellphone inside their iPods so they could stop carrying two devices in their pockets. Jobs was about to fulfill that wish. Grignon and some colleagues would spend the night at a nearby hotel, and around 10 a.m. the following day they - along with the rest of the world - would watch Jobs unveil the first iPhone.

But it is obvious that the TV industry, whether it is hardware, but mostly software, ecosystem and content delivery is ripe for a revolution. Only content providers are preventing Apple form disrupting this market until now, but I think things are changing and it will be the next step for Apple.

Maybe. I do not believe it though. There are already many providers of online movies and TV shows.

"only content providers" is a bit misleading. The industry which owns content is certainly afraid of Apple or Google becoming too powerful. The solution is not in technology, it is in financial ties or outright buying of large content producers and owners.

There are also many per-countries regulations, far more difficult to deal with than for music or books.